Michelle Brown
Johns Creek,GA
Summary
Results-driven investment operations professional with expertise in quantitative analysis and compliance. Manages team resources and resolves complex client inquiries, delivering high-quality results under pressure. Leverages data-driven insights to support strategic decision-making and enhance operational efficiency.
Overview
15
15
years of professional experience
Work History
Senior Associate - Investment Operations
Atlanta Capital Management
Atlanta, Georgia
06.2021 - Current
- Analyzes investment data to support portfolio management decisions.
- Reviews compliance documentation to ensure adherence to regulations.
- Manages team resources, including assigning tasks, monitoring progress, and ensuring deadlines are met.
- Resolves customer inquiries in a timely manner while adhering to service level agreements.
- Assessed customer needs quickly during service interactions.
Investment Operations Analyst
Ronald Blue Trust
Alpharetta, United States
03.2021 - 06.2021
- Executed daily brokerage trading, reconciliation, and servicing of client brokerage accounts, ensuring operational efficiency.
- Formatted equity and mutual fund trade corrections to comply with custodian specifications, enhancing accuracy.
- Facilitated Compliance data requests to ensure regulatory adherence.
- Maintained daily Overdraft Monitoring Log and coordinated with Advisor Team on each overdraft to uphold service standards.
Operations Associate
The Advisor Group
Marietta, United States
05.2019 - 06.2020
- Coordinated daily operations, optimizing workflow across departments to support operational efficiency.
- Reviewed, processed and followed up on brokerage and non-brokerage account transactions including new accounts, asset movements, journals, and cash processing to ensure accuracy and compliance.
- Resolved asset transfer and settlement issues, enhancing accuracy and timeliness of transactions.
- Responded to incoming requests from internal and external customers including research and problem solving.
Trading and Money Desk Operations Administrator
Bank of Jamaica
Kingston, Jamaica
04.2014 - 12.2017
- Analyzed investment data to support portfolio management decisions.
- Created and maintained Excel financial models for asset valuation, enhancing accuracy in investment assessments.
- Analyzed and reviewed portfolio activity monthly.
- Reconciled accounts and general ledger transactions.
- Provided support for compliance processes for various clients.
- Conducted research, collected data, compiled statistics, and generated documents to complete special projects.
- Developed and nurtured relationships with internal and external clients and stakeholders, facilitating effective communication and collaboration.
- Apprised Senior Management of key market developments.
- Managed project schedules, coordinated internal and external meetings, and compiled reports and assessments for presentation, ensuring timely delivery of project milestones.
Market Operations Analyst
Bank of Jamaica
Kingston, Jamaica
09.2011 - 03.2014
- Provided quarterly and annual reports and updates to Policy Committees on financial market trends and the implications supported by recommendations.
- Analyzed foreign exchange and money markets to identify trends and inform decision-making.
- Investigated impact of financial market activity on macroeconomic variables to support strategic insights.
Education
MBA - Banking And Finance
University of The West Indies
Kingston, JamaicaSkills
- Quantitative analysis
- Data mining skills
- Research and analysis
- Salesforce expertise
- Bloomberg knowledge
- Database management
- Microsoft Office proficiency
- Account reconciliation
- Attention to detail
- Time management
- Pressure management
- Organizational skills
- Customer service focus
- Effective communication
Timeline
Senior Associate - Investment Operations
Atlanta Capital Management
06.2021 - Current
Investment Operations Analyst
Ronald Blue Trust
03.2021 - 06.2021
Operations Associate
The Advisor Group
05.2019 - 06.2020
Trading and Money Desk Operations Administrator
Bank of Jamaica
04.2014 - 12.2017
Market Operations Analyst
Bank of Jamaica
09.2011 - 03.2014
MBA - Banking And Finance
University of The West Indies